Streamline your data management process with the CSV Online File + Close.com integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Close.com is a customer relationship management tool trusted by startups and small-medium businesses. Close.com helps you increase the productivity of your business, managing your entire sales communication in one place. This enables you to take control of your business and understand the weaknesses and strengths of your sales process. By giving you an overview of all your sales activities you’ll be able to optimize your time and efforts in order to close more deals.

Close.com organizes automatically emails, calls, voice mails, tasks, and reminders, empowering your sales team with strong and flexible management tools. With Close.com you always stay on top of your pipeline so you know what’s going on with your business and what you should do next. Your inbox is always up-to-date with the prior tasks that need attention.

By completing a task or return a missed call, Close.com will delete these items and refresh the to-do-list. Close.com, in fact, is always synced to Inbox, making sure you don’t miss a single business opportunity. Close.com gives you complete team transparency, and you always know which team members are more productive. Thanks to its simple user interface, everyone can start using Close.com without effort.